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Lodestone Wealth Management’s Kimco Realty KIM Stock Holding History

Lodestone Wealth Management’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4K Hold
451
– – ﹤0.01% 502
2026
Q1 		$10.1K Hold
451
– – ﹤0.01% 514
2025
Q4 		$9.14K Buy
+451
New +$9.37K ﹤0.01% 523

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Lodestone Wealth Management's KIM Position: Q2 2026 in Review

Lodestone Wealth Management held its Kimco Realty (KIM) position steady in Q2 2026 at 451 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Lodestone Wealth Management first reported a position in KIM in Q4 2025 and has held it in 3 quarters since. 685 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Lodestone Wealth Management held 451 shares of Kimco Realty worth $11.4K as of Q2 2026.
  • Lodestone Wealth Management left its Kimco Realty share count unchanged in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Lodestone Wealth Management first reported a position in Kimco Realty in Q4 2025 and has held it in 3 quarters since.
  • 685 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.